Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Social Security Administration will be keeping its local field offices closed for the foreseeable future, despite earlier reports that they would be re-opening in early 2022 for the first time since March of 2020—meaning […]
Archives for 2021
6 behavioral finance lessons of 2021
Improving Your Business Expense Management 101 [With 4 Tips]
![Improving Your Business Expense Management 101 [With 4 Tips]](http://outsourcebookkeepingindia.com/wp-content/uploads/2021/12/improving-your-business-expense-management-101-with-4-tips.jpg)
At some point or another, an employee may need to use company funds to make a business-related purchase. When this happens, expense management comes into play. Learn all about small business expense management and how to streamline your process to ensure you reimburse employees in a timely manner. What is expense management? So, what is […]
Kitces & Carl Ep 76: Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value
Much of a financial advisor’s work involves putting themselves out there, whether by pitching their services to a client, writing engaging pitches on their website, or promoting their own educational or written work. For many advisors, though, marketing themselves may initially feel intimidating, but the process becomes less daunting as they find success and get […]
Kitces & Carl Ep 76: Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value
Much of a financial advisor’s work involves putting themselves out there, whether by pitching their services to a client, writing engaging pitches on their website, or promoting their own educational or written work. For many advisors, though, marketing themselves may initially feel intimidating, but the process becomes less daunting as they find success and get […]
11 stories about race, diversity and inclusion from 2021
Analyzing Net Unrealized Appreciation (NUA) Opportunities For Privately Held Company Employee Stock Ownership Plans (ESOPs)
Allowing employees to enjoy the success of a company can be a helpful motivator and reward. Employer-sponsored retirement plans that allow employees to purchase company stock enable employees to gain a stake in the company, which can also present them with Net Unrealized Appreciation (NUA) opportunities. In most cases, distributions made from tax-preferenced retirement accounts […]
Understanding Australia’s Director Identification Number
In its 2020 Budget Digital Business Plan, the Australian government announced the full implementation of the Modernising Business Registers (MBR) program. The program is designed to both establish the new Australian Business Registry Services (ABRS), and enhance how businesses register and manage their information with the government. Although the ABRS rolls out progressively between […]
22 who will transform wealth management in 2022
Anti-money Laundering: How it Can Protect You and Your Business
The idea of money laundering can be scary to employers. Illegal transfers of funds can harm businesses, after all. So, be on guard and aware of different protections meant to prevent money laundering. One of those protections is anti-money laundering. What is anti-money laundering? Before discussing what anti-money laundering (AML) is, understand what is money […]